《Semiconductors: The Winners and Losers Are Separating》
AMD 估值略偏高，但预期利润增长强劲。
AMD，
AMD,
我持有大量 AMD。
I got a ton of AMD.
AMD，另一个扎实的例子。我认为这只股票有点被高估了。是的，它有点被高估了，但你可以看到，未来几年利润预计会呈绝对的抛物线式上涨。
AMD, another solid example. I think this one's a little overvalued. Yeah, it's a little overvalued, but you can see profits are supposed to just go absolutely parabolic in the next couple years.